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FTHFX vs LMBMX
FTHFX vs LMBMX Comparison
Open Charts FTHFX vs LMBMX
FullerThaler Behavioral Sm-Cp Eq R6
Price$40.55
Change-$2.65 (-6.13%)
VolumeN/A
Net Assets9.94B
Franklin U.S. Small Cap Equity IS
Price$11.60
Change-$0.80 (-6.45%)
VolumeN/A
Net Assets97.8M
FTHFX vs LMBMX Comparison Chart
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FTHFX vs. LMBMX commentary
Apr 04, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is FTHFX is a Hold and LMBMX is a Hold.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 9.94B vs. LMBMX (97.8M). LMBMX pays higher dividends than FTHFX: LMBMX (1.24) vs FTHFX (0.82). FTHFX was incepted earlier than LMBMX: FTHFX (14 years) vs LMBMX (13 years). LMBMX (0.97) is less costly to investors than FTHFX (0.63). LMBMX is a more actively managed with annual turnover of: 53.00 vs. FTHFX (41.00). FTHFX (1000000) and LMBMX (1000000) have matching initial minimum investment requirements. FTHFX (-5.12) and LMBMX (-5.29) have marching annual gain over last year. FTHFX return over 5 years is better than : 137.69 vs. LMBMX (76.09).
| FTHFX | LMBMX | FTHFX / LMBMX | |
| Total Expense Ratio | 0.63 | 0.78 | 81% |
| Annual Report Gross Expense Ratio | 0.63 | 0.97 | 65% |
| Fund Existence | 14 years | 13 years | - |
| Gain YTD | -4.888 | -6.697 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.94B | 97.8M | 10,161% |
| Annual Yield % from dividends | 0.82 | 1.24 | 66% |
| Returns for 1 year | -5.12 | -5.29 | 97% |
| Returns for 3 years | 26.25 | -2.61 | -1,005% |
| Returns for 5 years | 137.69 | 76.09 | 181% |
| Returns for 10 years | 92.07 | -8.46 | -1,088% |
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